China's AI Advantage and Hedges for the Recession We're Already In
AI stocks are back in vogue (for about three days now). But will this AI earnings surge continue? The answer is always in the economy, and in this episode we aggregate advice from the top economists i...
1 Maj 202522min
CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks
AI stock victim? We can help, starting with an analysis of the CoreWeave IPO disaster, a GTC that failed to kill persistent skepticism against Nvidia (NVDA), and....(drumroll) which AI stocks are safe...
29 Mars 202533min
Crafting Your Market Crash Recovery Profile - With AI Stocks
According to the market media, Nvidia has declined 105%, we're in the middle of a fierce recession, and there's no longer any need for GPUs due to Chinese dominance. In this episode we use AI and expe...
11 Mars 202527min
Chinese AI Stocks to Insulate You from Your DeepSeek Nightmare Scenarios
Chinese dumping of AI open-source models and cheap Chinese AI inference could kill American AI, right? Even if not, we consider the best Chinese AI stocks to help you hedge against potential American ...
8 Feb 202531min
The DeepSeek Panic Was an Nvidia Hit Job - The DeepSeek Conspiracy Explained as NVDA Recovers
As cries of DeepSeek death echoed the halls of Wall Street, Nvidia sank 105% on Monday due to terrified AI investors whose worst fears finally came true (tech companies are spending 95% too much on th...
29 Jan 202524min
Reddit Isn't an AI Stock - It's an Advertising Stock (So Far...) - RDDT AI Stock Analysis
Reddit is conflicted on AI. User backlash against using subreddits for AI training data sales led to a mixed bag for Reddit executives. In the end, they'll cave and do more AI stuff. For now, Reddit w...
20 Jan 202534min
We Beat Every Analyst on Wall Street in 2024 - But 2025 Looms for AI Stocks
So our portfolios beat every analyst on Wall Street in 2024, but that's only because we went all in on AI stocks at the start of the year. In this episode we discuss our "reputational PNLs," which are...
9 Jan 202544min
Applied Digital’s AI Data Center Pivot: APLD as an AI Stock Investment (ft. ChatGPT o1)
All in on APLD? In this episode we turn our attention to Applied Digital’s shift from its crypto roots to a future in high-performance AI data centers, following a notable investment from NVIDIA (NVDA...
14 Dec 202447min
